10 Engaging Content Ideas for Financial Services

Even so, many advisors don’t reach their full potential. One reason for this is that they fail to engage in content marketing. Thus, clients can’t find them easily or learn enough about them to trust them with their hard-earned cash.

The good news is that financial advisors don’t have to miss out on all that content marketing has to offer. Following are tried-and-proven ways to create great industry-related content that will bring in traffic and customers.

Explaining Financial Concepts in Layperson’s Terms

Over-explaining financial concepts can turn off potential customers who are familiar with the industry lingo. Inadequate explanations won’t help potential customers who don’t know much about financial investments.

That’s why you need to accurately identify your target audience. Your content can’t appeal to everyone. However, it does need to appeal to the people who are most likely to turn into customers.

Don’t try to explain all industry terms at once. Rather, segment explanations to meet the needs of people looking for a particular service. Barron’s does this with its excellent article on terms to know when looking for a Ws Number List financial advisor.Most people love step-by-step guides. They provide detailed information in an easy-to-understand format. They can enable people to do things they’ve never done before.

As a financial advisor, you may be worried that a step-by-step guide will encourage DIY finances that will cost you customers. Don’t be concerned.

Your guide doesn’t have to take your place. You can cover topics such as choosing investment options or deciding how much to invest. You can (and should) also use your piece to encourage people to seek professional help and advice.

This type of content is ideal for people with limited experience with financial investments. However, you can also create high-level, specialized guides for people with investment experience.

Tips for Effective Budgeting and Money Management

Stories are especially appealing to people who are still unsure of the benefits of hiring a financial advisor. They create a connection and build trust.

Stories can be inspirational or cautionary. They can inspire, motivate, or even stir up anger or frustration. What matters is that your stories elicit emotion and move people to action.

Julien and Kiersten Executive List Saunders run the financial blog “Rich and REGULAR,” which relates to their journey of wealth creation. The couple credits their love of storytelling for helping them create successful content.